... the health of the chip industry. In 2023, equipment manufacturers faced a downturn due to memory market saturation and reduced capital spending from chip makers. However, signs of demand revival have emerged in late 2024 to early 2025 (especially due to ... ... production and automotive business). In Q2 (for Lam, this is the fourth quarter of the financial year), analysts expect revenue growth to about $5.0 billion (+29% year-on-year) with relatively modest earnings of ~$1.20 per share. This imbalance (with revenue ...

... first half of 2025, NatWest achieved a net income of about £2.5 billion, an 18% increase compared to the previous year. Profit growth was driven by an expanded interest margin (to 2.28% versus 2.07% last year), as the Bank of England raised rates to their ... ... remains under control. Strong profitability allowed NatWest to announce a new share buyback worth £1 billion, signaling excess capital and management’s confidence in future cash flows. These news supported NatWest stock and generally reinforced trust ...

... An excessively high multiple may indicate overvaluation, while a low one might suggest undervaluation or underlying issues. Growth potential and competitive advantages. Analyze the development plans stated by management. Assess the target market size,... ... planned to be used: for expanding production, developing new products, retiring debts, or other purposes. A clear and convincing capital use plan indicates the company's serious intentions. Demand and pricing of the offering. If there are preliminary applications,...

... within the U.S. economy. Strong performance in earnings may signal economic resilience, suggesting that businesses are thriving despite potential challenges. This can lead to increased investor confidence, higher stock valuations, and potentially more capital investment. On the other hand, weaker earnings results could raise concerns about growth prospects, indicating potential slowdowns in consumer spending, production, or other economic activities. For example, if major retailers report declining profits, it might suggest reduced consumer spending, which could have broader implications ...

... in Times of Uncertainty When constructing a portfolio, investors should consider: Their investment horizon: short-term, medium-term, or long-term investments. Risk tolerance: how willing the investor is to endure temporary losses. Investment goals: capital preservation, generating passive income, or aggressive growth. The Importance of Psychological Resilience Psychology plays a crucial role in the investment process. Emotional decisions can lead to mistakes and significant losses. Investors are advised to adhere to pre-defined strategies and not succumb to ...